Teamwork is a project management platform built for client-facing service teams — agencies, consultancies, and professional services firms. It combines project planning, time tracking, billing, and client collaboration in a tool designed around the needs of project-based businesses.
Product Overview
Teamwork's platform covers the full project lifecycle for client-facing teams: from project creation and task assignment to time tracking, budget monitoring, and client reporting. Its client portal enables customers to view project progress and collaborate on deliverables without accessing internal team data.
Key Features
- Project & Task Management: Gantt charts, task boards, and milestones for managing project delivery across internal and client teams.
- Time Tracking & Billing: Integrated time logging with billable/non-billable classification and invoice generation.
- Budget Management: Project budget tracking with cost-to-date, estimated completion cost, and profitability reports.
- Client Portal: Branded client-facing workspace for project updates, file sharing, and task approval.
- Resource Management: Team capacity planning showing utilization across all active projects.
Best For
Digital agencies, marketing agencies, consulting firms, and professional services teams that manage client projects and need to track time, budget, and client communication.
Pricing
Starter at $8.99/user/month. Deliver at $13.99/user/month. Grow at $25.99/user/month.
Key Integrations
HubSpot, Slack, Google Drive, Dropbox, Quickbooks, Stripe, Zapier
Pros
- Purpose-built for client-facing teams with billing and client portal built in
- Budget tracking and profitability reporting built into the platform
- Competitive pricing for teams managing multiple client projects
Cons
- Less suitable for software development teams or internal ops workflows
- Advanced reporting requires Growth tier or higher
RevOps Jobs-to-Be-Done
- Client Project Management for Agencies — Manage multiple client projects simultaneously with client portals, time tracking, billing, and milestone tracking — purpose-built for agency and consultancy workflows. KPI: Increase billable utilization by 15% through accurate time tracking and resource visibility
- Team Capacity Planning — Visualize team workload across all active projects and allocate new work intelligently based on actual availability rather than gut feel. KPI: Reduce project delays caused by unplanned overallocation by 30%
- Project Budgeting and Invoicing — Set project budgets, track time against them in real time, and generate invoices from logged hours — keeping project financials visible without spreadsheets. KPI: Eliminate monthly billing reconciliation with automated invoice generation from tracked time
How It Fits Your Stack
Primary system of record: Teamwork is the project and resource management hub for agencies; integrates with CRM for new project creation and accounting for invoicing
Key integrations: HubSpot, Salesforce, QuickBooks, Xero, Slack, Google Drive
Data flows: CRM win → Teamwork project created → tasks assigned → time tracked → budget burned → invoice generated → accounting synced
Security & Compliance
- SSO / SAML: SSO on enterprise plans
- RBAC / permissions: Yes
- Audit logs: Yes
- Certifications: SOC 2 Type II, GDPR compliant, ISO 27001
- Data residency: US and EU
Implementation & Ownership
- Time to first value: 1–2 weeks for initial project setup and team onboarding
- Implementation complexity: Low-Medium — intuitive for PM users; financial features take configuration
- Typical owners: Project Manager, Agency Operations, Client Services Lead
Strong agency PM tool competing with Productive.io and Wrike; HubSpot integration is particularly well-developed
Proof & Buyer Signals
Ratings: G2 4.4/5 (1,000+ reviews); popular in digital agencies and marketing services firms
What buyers praise:
- Great for managing multiple client projects
- Time tracking is reliable
- Good client portal
Common complaints:
- Reporting could be more flexible
- Mobile app lags behind desktop
- Some features behind higher pricing tiers
Often Compared With
- Productive.io — Productive.io leads on profitability analytics; Teamwork has broader PM feature depth including Gantt and resource planning
- Basecamp — Basecamp prioritizes simplicity; Teamwork offers more structured project management with time tracking and budgeting
- Wrike — Wrike serves large enterprise cross-functional teams; Teamwork is purpose-built for agencies and client-services organizations
